GS Lists Stocks Mutual Funds Overweighted in Q1 in Their Hunt for AI Exposure

Seeking Alpha17:33 ET

Express News | NYSE Order Imbalance 68319.0 Shares on Buy Side

Reuters15:50 ET

Hedge Funds Cut Stakes in Magnificent Seven to Invest in Broader AI Boom

By Louis Goss Hedge funds started cutting their stakes in the Magnificent Seven in the first quarter of 2024 and investing in broader artificial intelligence stocks instead, a new Goldman Sachs analy

MarketWatchMay 22 04:49 ET

“Electric power stocks” are a surprising winner in AI-related investments

Even in a year when all Wall Street predictions are off, unexpected winners stand out in the US stock market this spring. Public utilities have surpassed other sectors.

Dow JonesMay 21 23:56 ET

Looking at Nvidia's earnings report is far more than just the technology industry

If Nvidia's demand for AI data center chips shows signs of slowing down in the first quarter, I'm afraid it will trigger major adjustments in various sectors, from AI applications to non-ferrous metals, to energy and electricity.

wallstreetcnMay 21 23:30 ET

The AI power supply boom is spreading! Haynes & Boone optimistic forecast: US gas will hit the $3 mark next year

The Zhitong Finance App learned that law firm Haynes and Boone LLP expects US gas prices to reach the $3 mark as early as next year due to data centers that consume huge amounts of electricity driving demand for fuel for power plants. Haynes and Boone's survey of private equity firms, energy producers, and oil field service companies showed that unusually mild winters and sufficient supply in North America have caused US gas futures to fall to levels close to 28-year lows in recent months. The survey found that falling prices due to oversupply also prompted some companies to reduce hedging. Last time natural

Zhitong FinanceMay 21 21:52 ET